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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1028 | 1104 | 1166 | 1281 | 2078 |
Fund Return | 5.75% | 2.83% | 10.45% | 5.26% | 5.08% | 7.59% |
Place in category | 66 | 249 | 245 | 68 | 282 | 94 |
% in Category | 14 | 65 | 70 | 23 | 92 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 1.91 | 0.13 | 4.01 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.28B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 35.08B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth Adv | 190.15M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.64M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 295.99M | 3.47 | 2.85 | 3.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cencora Inc | - | 1.72 | - | - | |
Merck & Co Inc | - | 1.71 | - | - | |
AptarGroup Inc | - | 1.70 | - | - | |
Republic Services Inc | - | 1.68 | - | - | |
Waste Management Inc | - | 1.67 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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